Legacy Retirement Plan Advisors

Services Offered

• Retirement Plan Committee establishment
• Fiduciary governance structure development
• Committee member selection and appointment
• Committee Charter creation

About

Legacy Retirement Plan Advisors is a financial consulting firm located in Plantation, Florida. They specialize in assisting clients with establishing or updating their Retirement Plan Committees in accordance with industry best practices. The firm focuses on creating a fiduciary governance structure that includes the selection and formal appointment of Committee members, as well as the establishment of a Committee Charter. Their services are tailored to Retirement Plan sponsors, aiming to enhance retirement outcomes for their clients.

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